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FINWIRES

ニューウェル・ブランズ、第1四半期のコア売上高が予想を上回り、第2四半期の成長を示唆、とRBCが発表

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-- ニューウェル・ブランズ（NWL）は第1四半期のコア売上高が予想を上回り、経営陣が第2四半期の成長回復に自信を示していることを裏付ける結果となった、とRBCキャピタル・マーケッツは月曜日のレポートで述べた。 予想を上回るカテゴリー需要は、同社の改訂された販売戦略が効果を上げていることを示しており、学習・開発部門のコア売上高がプラス成長に転じ、ベビー用品部門も堅調な伸びを示した、とレポートは指摘している。ホーム＆コマーシャル部門とアウトドア＆レクリエーション部門も社内目標を上回った、とRBCは述べている。 関税とインフレの逆風にもかかわらず、価格設定と生産性の向上により利益率は拡大し、上位10ブランドのうち6ブランドが販売時点での売上増加と市場シェア拡大を達成した、とレポートは述べている。 中東紛争に関連した樹脂やディーゼル燃料価格の上昇など、投入コストの上昇という逆風は、特に第2四半期において利益率を圧迫する可能性がある、とレポートは指摘している。 RBCはニューウェル・ブランズ株の投資判断を「セクター・パフォーム」に据え置き、目標株価を4ドルとした。

Price: $4.63, Change: $+0.08, Percent Change: +1.65%

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